Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
trump's goal to win is secondary, because it is uncertain.
with hundreds of millions of extorted legal services, plus the DoJ, trump's goal is cause limitless defendants to waste time and money they may not have.
there have been many pointless disc…
we have long ceased falling for the trick that trump\gop can do basic math.
no need to keep us informed next time your 2L mtn dew is on sale.
https://www.politifact.com/factchecks/2025/dec/09/donald-trump/foreign-corporate-investment-18-22-trillio…
marks has never written to offer monthly advice. his main talent has been to deploy loads of committed capital at mkt lows in high tiers of capital structures. that is the only 'signal' one will get, and maybe that is also gone within the maze of …
this ship didnt just sail, it sank dockside with trump 2.0
long letter online from d.demartino booth to FOMC . key excerpts :
"...Ten years ago, after leaving the Federal Reserve Bank of Dallas, I harnessed my energies to write ...a blueprint t…
not theoretical for me.
was on a noon commuter flight to tuscon almost obliterated by an airforce jet from a runway just 2 miles away. alarms clanged, and the pilot was so shook he did a pointless circle that lasted longer than the airtime from p…
since yardeni never makes unambiguous prospective recession\depression calls, i have have a hard time attributing his 'buy major index' strategy to much other than using the trend factor.
unprofitable public subscale value shops are gone, remaining are all significantly larger (e.g., oakmark) and\or private.
DH acquisition was sorta expected, well-run value shops still attractive even after dismal 1.5decades of relative performance. …
i doubt any real world issue has the impact of trump not being on the ballot, that being his main power to carry anyone after a primary.
the question is whether trump will be around to run for anything else, although i dont rule out gop voters fall…
am neither friend nor foe of ibm.
when was the last time they exploited a technology edge into durable profits?
given the enthusiasm for capital failure in quantum since 2023, not to mention google and such also playing around, the odds seem good t…
some vids are faked, dont get clickbaited. they know what you like unless using decent browser shields.
https://www.kiplinger.com/personal-finance/why-this-porch-pirate-cant-get-a-lawyer
according to the Atlantic :
- australia had 0 faith in self-policing (per years of lies) and intend a full login ban
- american insiders are advising oz on the many ways kids will attempt to bypass, and will subject media to fines if violated
- les…
extremely annoying : new mode does (or did) not have column for date&link of most recent m* analyst report.
neither mode has moat trend nor allocation (previously stewardship) grade.
the world's largest corrupt sports body invents an unassociated award.
https://www.amazon.com.au/Whatever-Takes-Inside-Story-FIFA/dp/1925914682
america's dumbest politician, and the gop, thinks it is something real.
will trump invent goalposts for…
composite stats seem useful after using a correlation to test specific add\sell.
time periods are critical input, as correlation ->1 in a real crisis.
anyway, these are all crutches for risk via proxies like volatility. (thx for nothing howard m…
cassidy is pretty much responsible for rfk, assuring semblance of stem\evidence in healthcare. he now flails at sporadic reversals rather than rfk removal, dodging his own complicity.
gop core behavior.
it is extremely confusing to figure out how far off trend the gop have clouted american\nafta joint reindustrialization.
that is because both construction and industrial production are good, and also better fwd indicators than PMI.
we have probabl…
it seems a few things go deeper with trumpedo than party affiliation.
plus, it was not above cuellar's morals to throw non-criminal low wage immigrants into trump's path.
but it is a rare case where trump family&friends do not seem to benefi…
how much is the commonly successful strategy of scooping up from tax-less sellers for a new year rebound?
anecdotally, it seems the selling has already stopped.
the fact that putin and xi run the largest cybercrime armies on earth, based on crypto, is aspirational to trump as a family legacy. barron is all in. its the perfect trump enterprise, all the benefits of large scale scam without the overhead nee…
dammit, the gop just wasted >$1Billion of taxpayer money on the MAGA entertainment name change and hegseth's propaganda rally. (all detrimental to actual defense posture)
now we have to change the name again already?!
Dept. of WarCrimes
rene…
for us no-subsidy longtimers, bluecross upped hmo premiums ~35% , now basically the same increase and level as flexible plans.
did the gop's affordability happen and vanish on day 1? maybe just a directional flub? endless MAGA delusion?
interesting commentary on pbs by military legal scholar on how killing survivors on any sea-unworthy craft is a specific example of an illegal order in the law books.
MAGA again celebrating the challenge of outdated traditions!
50% chance this tak…
long IAV article hit these points. fee drop was unrelated to attracting index crowd and i doubt that it ever will ever be for non closet-indexer funds.
"...At the end of 2018, the six PRIMECAP-run funds held a combined $114b. Since then, investor…
IAV recently had a detailed update on primecap.
in an overly gentle rebuke of the retrospective m* downgrade, the claim is m* was not just wrong, but wrong for the wrong reasons.
with primecap and giroux as my largest fund managers, i pay the fees …
it seems trading on gold:silver reversion is considered reliable.
but some of these would have been so early as to be considered wrong?
i think the same is said for gold:oil, where people are currently considered wrong on oil.
consider very similar articles have appeared in america, making it seem some massive tragedy.
and the source is el pais usa .
but yes, writing for rightwing spaniard trump fans who prefer to read english doesnt seem like a big catch.
article is propaganda attempting to present how the trump crime family is suffering along with his low income voters.
these cryptos are fabricated and made up of nothing...there are MILLIONS of different meme coins.
worst of all, the article skips …
uh, any thoughts to where he may have been provided asylum (at record high greens fees and room rates).
https://apnews.com/article/brazil-bolsonaro-prison-arrest-d68ae43b99762c577efe7e6ba20b0542
krug has a few things wrong, but substance right.
e.g., every blockchain transaction is visible and verifiable, that being the point.
what is tricky are the endpoint owners.
criminals needing actual fiat currency to live it up, the receivers at so…
speaking of on brand, prez shinsplints says he will now attempt to prosecute astronaut and elite veteran mark kelly...a human being that trump can not approach at any level no matter how many times he can convince idiots to vote gop.
this will be …
this was not an appeal to rightwingers in the military. but amazing not a single gop pol joined in.
it was for others in service that may not realize illegal orders may have already been issued and challenge\resolution will take a long time. and …
